Originally Willowdale Trading was founded to manage the assets of the Crown International Group through a diversified investment fund portfolio. Subsequently, Willowdale Trading Inc. has developed into a leading institutional and individual financial services firm.
At Willowdale Trading, we have the investment experience and skills needed to excel in today's complex investment environment.
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We pride ourselves on building personal relationships with our advisors that transcend business. We genuinely care about the success of each and every one of our hundreds of customers and take a personal interest in the success of their independent investment plans. In fact, some of our relationships last, through multiple generations, affirming that being part of the Willowdale Trading community gives you a special place that means more than business.
Willowdale Trading's investment professionals
position funds to capitalize on market opportunities through in-depth
research and allocation of resources.
Throughout the lifecycle of your portfolio, our experts help you face challenges and find opportunities so that you can maximize its value.
We help you develop a strategic vision to plan for the future. A clear purpose, including specific goals, defines the direction of your investment, from growth through succession.
We help you understand and leverage the financial metrics that inform your most critical investment decisions, and thus, progress toward your profitability and valuation goals.
Our team will help you uncover your unique place in the market and define your ideal investment plan. We then develop comprehensive digital and social strategies to reach them.
We harness talent management tools and practices to help you efficiently maximize the productivity of your investment, including monitoring, updating market trends and portfolio management responsibilities.
Our experts will help you maximize your investment value through integrated technology solutions that enhance capacity and scale, and increase revenue.
Investment specialists empower advisors to effectively research new product solutions, develop holistic portfolio recommendations, and drive a more efficient investment process.
